Unclaimed
Sean Jones is a financial advisor at Nuveen Asset Management, LLC. Sean is registered in Illinois. Sean has been in the industry since August 2024. Sean specializes in investment management for individuals, businesses, pooled investment vehicles and investment companies. Sean holds a Series 66 license. Sean has experience working in a variety of fields including dental, design and build, and property management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolio advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
09/16/2024 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
Active
Inactive
Not sure Sean Jones is the right advisor for you? Invested Better is here to help.